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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,817 | $99,647-75.1% | $86,439-71.3% | $134,509-81.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -20.33% | 6784.13%-6804.5pp | 4395.55%-4415.9pp | 418.13%-438.5pp |
| Employer contribution / active EE | $7,822 | $4,401+77.7% | $3,769+107.5% | $4,741+65.0% |
| Participant deferral / active EE | $16,153 | $7,246+122.9% | $6,952+132.4% | $6,400+152.4% |
| Admin fee / account holder | $2,223 | $8,373-73.5% | $6,732-67.0% | $11,427-80.5% |